Account basics
- Log in from the navigation bar.
- Use your dashboard to confirm the active account and role.
- Log out from the dashboard or navigation bar on shared devices.
- Use password reset if you cannot sign in.
Account, profiles, and reports
Use these steps to keep account information accurate and reach reporting workflows.
Profile setup
- Open your dashboard.
- Choose Set Up Profile if no profile exists.
- Fill in the profile fields and save.
- Return to the profile page to review or edit details later.
Reports
Managers and admins can create and manage reports from the dashboard once a profile exists. Reports are tied to the profile they are created under.